. >> ray of sunshine from dan. wow. what a switch here. >> defensive issues that have been doing a lot of heavy issues. if you think about some of the best performing sectors this year, you have health care up 20% year to date versus the s&p that's up 11.5%. you have consumer staples. you have utilities. these are some of the most defensive names. why are people going for them? obviously yield. to me, if you are running there, it just went parabolic. that makes me nervous. it should make investors nervous. >> i'm going to throw out what technical analyst louise rumana said. some of the names in health care, they have made things not as tenuous as you might think. they have been basing for two years. >> that is exactly it. they've been basically since the lows. they have a nice technical set up here. they went parabolic. you know what it reminds me of? apple. the way it worked up. it was defensive, defensive, defensive. then last year at this time it went straight up. that was something that could continue to go. apple's